HubSpot Hacks
Ready for some HubSpot wins?
We're kicking things off with a spotlight hack that'll seriously improve your team's adoption. Plus, we're making AI practical with tips on setting up a Customer Agent. And that's just the start!
Even though we'll be off next week enjoying the Easter bank holiday, we've got plenty lined up this month. New hacks, podcast episodes, and free training! Let's get you some quick wins.
Spotlight hack
How to Use Conditional Properties to Increase Adoption
By Chris Grant , HubSpot Platform Consultant
Tired of scrolling through endless form fields your team never completes? This hack shows you how to implement conditional properties that only display relevant fields based on previous selections. This simple setup dramatically increases data quality by making forms shorter and more intuitive for your team.
Perfect for sales teams struggling with inconsistent record completion!
How to Set Up Your AI Customer Agent
By Bridget Pyne, Marketing Manager
This hack shows you how to use the new AI Customer Agent to help your support team answer repetitive questions, leaving them more time for complex customer issues.
How to Use Keywords to Track and Report on Out-of-Scope Work
By Carolynn / Carrie Jones (Shea) , Onboarding Specialist
If you're struggling to keep track of out-of-scope work or common requests, this hack will help simplify the process using HubSpot reporting.
Recommended by LinkedIn
The latest from BabelQuest | Accredited HubSpot Partner
Beyond The Hub
AI for the Real World: What Business Owners Actually Need to Know Before Diving In
You know you need to adopt AI, otherwise you risk falling behind. But how do you actually get started?
In this episode, Eric unpacks:
➡️ Practical steps for ensuring compliance
➡️ How accountability should be your first consideration when thinking about what tasks AI can do for your business
➡️ 'Agentic AI' and what it means for AI adoption
Quick tips
➡️ Join our FREE hands-on training session designed to go beyond the tool and explain how you should be using AI in HubSpot for each team: sales, service and marketing.
➡️ Over on LinkedIn, Gem Rugg-Gunn is stepping in for our Whats New Wednesday series to share her favourite x3 updates of the week.
➡️ HubSpot are dropping updates quicker than ever so make sure you join our Monthly Product Updates sessions where we go over use cases for the updates you need to know.